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Hegarty Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Hegarty Advisors’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$913K Sell
6,637
-866
-12% -$110K 0.63% 34
2026
Q1 		$862K Buy
7,503
+293
+4% +$34.4K 0.68% 33
2025
Q4 		$800K Buy
+7,210
New +$802K 0.69% 29

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Hegarty Advisors's VIOO Position: Q2 2026 in Review

Hegarty Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 12% in Q2 2026, selling an estimated $110K and leaving 6,637 shares worth $913K. The position accounts for 0.63% of the portfolio, ranked #34.

Hegarty Advisors first reported a position in VIOO in Q4 2025 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Hegarty Advisors held 6,637 shares of Vanguard S&P Small-Cap 600 ETF worth $913K as of Q2 2026.
  • Hegarty Advisors sold 866 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $110K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.63% of Hegarty Advisors's portfolio in Q2 2026, its #34 holding.
  • Hegarty Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2025 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.